PGIM India Small Cap Fund vs LIC MF Small Cap Fund Regular compare

IDBI Small Cap Fund Growth Regular

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LIC MF Small Cap Fund Regular - Growth

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PGIM India Small Cap Fund - Regular Plan - Growth Option

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PGIM India Small Cap Fund - Regular Plan - Growth Option

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Overview

Scheme Name	IDBI Small Cap Fund Growth Regular	LIC MF Small Cap Fund Regular - Growth	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option
Fund	IDBI Small Cap Fund Growth Regular	LIC MF Small Cap Fund Regular - Growth	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth	Growth	Growth
Level of Risk	Very High	Very High	Very High	Very High
Asset Size (Cr)	₹279 Cr	₹279 Cr	₹1516 Cr	₹1516 Cr
Min Investment	₹5000	₹5000	₹5000	₹5000
Min SIP Invesment	₹1000	₹1000	₹1000	₹1000
Min Addl Investment	₹500	₹500	₹1000	₹1000
Launch Date	15 Jun 2017	15 Jun 2017	29 Jul 2021	29 Jul 2021
Category	Small Cap	Small Cap	Small Cap	Small Cap
Fund Type	Open Ended	Open-ended	Open Ended	Open Ended
Benchmark	NIFTY SMALLCAP 250 TRI	NIFTY SMALLCAP 250 TRI	NIFTY Smallcap 250 TRI	NIFTY Smallcap 250 TRI
Turn Over	12%	%	119%	119%
Expense Ratio	2.5	2.5	2.07	2.07
Manager	Yogesh Patil	Yogesh Patil	Puneet Pal	Puneet Pal
ISIN Code	INF397L01JW3	INF397L01JW3	INF663L01W30	INF663L01W30
Exits Load	Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months./365	Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months./365	Exit load of 0.5%, if redeemed within 90 days./365	Exit load of 0.5%, if redeemed within 90 days./365

Scheme Name	IDBI Small Cap Fund Growth Regular	LIC MF Small Cap Fund Regular - Growth	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option
1 Month	-5.69%	-5.69%	-7.77%	-7.77%
6 Month	12.93%	12.93%	8.43%	8.43%
1 Year	39.53%	39.53%	20.74%	20.74%
3 Year	22.17%	22.17%	11.08%	11.08%
5 Year	28.85%	28.85%	-	-

Scheme Name	IDBI Small Cap Fund Growth Regular	LIC MF Small Cap Fund Regular - Growth	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option
6 Month	-	-	-	-
1 Year	36.81%	36.81%	22.59%	22.59%
3 Year	32.15%	32.15%	20.41%	20.41%
5 Year	33.16%	33.16%	-	-

Scheme Name	IDBI Small Cap Fund Growth Regular	LIC MF Small Cap Fund Regular - Growth	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option
1 Year	13.13%	13.13%	12.89%	12.89%
3 Year	25%	25%	16.02%	16.02%
5 Year	15.83%	15.83%	-	-

Scheme Name	IDBI Small Cap Fund Growth Regular	LIC MF Small Cap Fund Regular - Growth	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option
Standard Deviation	13.95%	13.95%	17.88%	17.88%
Sharp	1.18%	1.18%	0.6%	0.6%
Beta	0.75%	0.75%	0.8%	0.8%
Alpha	5.15%	5.15%	-5.4%	-5.4%

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Scheme Name	IDBI Small Cap Fund Growth Regular	LIC MF Small Cap Fund Regular - Growth	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option
Name	Yogesh Patil	Yogesh Patil	Puneet Pal	Puneet Pal
Total AUM	₹5898 Cr	₹5898 Cr	₹20950 Cr	₹20950 Cr
Fund Manage	7	7	19	19
	IDBI Small Cap Fund Growth Regular	LIC MF Small Cap Fund Regular - Growth	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option

Scheme Name	IDBI Small Cap Fund Growth Regular	LIC MF Small Cap Fund Regular - Growth	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option
Others	7.86	8.48	2.49	2.49
Small Cap	86.61	88.52	82.11	82.11
Mid Cap	5.54	3.03	15.4	15.4

Scheme Name	IDBI Small Cap Fund Growth Regular	LIC MF Small Cap Fund Regular - Growth	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option
Others	3.89	3.8	0.71	0.71
Energy	4.13	3.65	-	-
Consumer Staples	2.63	2.7	9.8	9.8
Technology	3.42	3.07	6.37	6.37
Healthcare	6.1	5.94	12.35	12.35
Capital Goods	32.95	36.32	10.52	10.52
Textiles	2.6	3.24	0.65	0.65
Chemicals	4.19	5.92	5.86	5.86
Materials	10.99	10.42	3.19	3.19
Financial	2.86	2.51	20.26	20.26
Construction	5.49	5.28	4.17	4.17
Services	10.29	10.3	14.07	14.07
Consumer Discretionary	6.06	4.03	5.2	5.2
Metals & Mining	3.31	1.96	4.79	4.79
Automobile	1.1	0.89	2.06	2.06